Award-Winning Wealth Management in Houston, TX

Located in the heart of the Galleria, Segment Wealth Management delivers high-touch, fiduciary-based wealth management in Houston, TX, for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. Our Houston wealth management firm serves as a hub for strategic financial planning, tax-aware investing, and multi-generational wealth solutions.

Address:
3040 Post Oak Blvd. Ste. 1725
Houston, TX 77056
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Serving Ultra-High-Net-Worth Individuals & Families in Houston

Segment partners with high-net-worth individuals and families who have achieved substantial financial success and are looking for a more coordinated, tax-efficient way to manage it. These ultra-high-net-worth (UHNW) clients typically want more than portfolio performance—they seek long-term planning, structure, and trusted guidance. We help them gain clarity, simplify decision-making, and build sustainable financial strategies that reflect their values and goals.

High-Net-Worth Wealth Management Services 

Segment Wealth Management provides a full suite of personalized, tax-efficient wealth management services for Houston investors. Our clients rely on us for clarity, coordination, and deeply informed financial strategies that evolve with their goals.

Investment & Asset Management

We manage client portfolios in-house, focusing on tax efficiency, customization, and transparency. Our goal is to provide long-term value, not short-term speculation.

Sophisticated Wealth Planning

We serve as wealth advisors for complex financial decisions across investments, business interests, and legacy planning, so your entire balance sheet works in alignment.

Fractional Family Office

Our firm provides comprehensive family office support for clients seeking personalized oversight without building their internal team.

Our Approach to Wealth Management in Houston, TX

Our investment philosophy is rooted in long-term thinking, tax-conscious execution, and institutional-grade discipline. Segment Wealth Management offers nine in-house investment strategies tailored to meet various objectives, including capital preservation, income generation, and growth. We avoid the high costs and inefficiencies of outsourced products by managing client portfolios directly, giving you transparency, control, and alignment.

Our Houston wealth advisors help you stay focused on after-tax results, not market noise. Whether you’re navigating a business exit, planning a legacy, or coordinating across generations, we bring structure and precision to every decision.

Why Trust Segment With Your Wealth Management

Our high-net-worth wealth management firm in Houston operates as a fee-only, fiduciary firm with a national reputation for serving complex financial lives. Our approach is built around:

• Direct access to senior wealth advisors
• Custom, tax-optimized portfolios
• Integrated planning across investments, estate, and tax
• Transparent fee structures and no product sales

We are consistently ranked among the best wealth management firms in Houston for ultra-high-net-worth clients, with a focus on performance, clarity, and trust.

Start Your Wealth Management Journey Today

If you’re ready to work with one of the best high-net-worth wealth management firms in Houston that understands the complexity of managing substantial wealth, we’re here to help. Segment Wealth Management offers deeply personalized, tax-aware strategies that align every part of your financial life.

Reach out today to schedule a consultation and take the first step toward a more strategic and simplified financial future. Whether you’re local to the city or seeking the right partner for wealth management in Texas, our team is ready to help you take the next step.